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Identity Manager 9.1.1 - Web Portal User Guide

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Attestation Compliance Responsibilities
My responsibilities
Managing my departments Managing my application roles Managing my business roles Managing my identities Managing my cost centers Managing my locations Managing my system entitlements Managing my system roles
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Managing data
Managing identities Managing user accounts Managing system entitlements Managing departments Managing locations Managing cost centers Managing business roles Managing system roles
Appendix: Attestation conditions and approval policies from attestation procedures

Granting or denying attestation cases

As attestor, you can grant or deny approval for attestation cases under your supervision.

To approve an attestation case

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) On the Pending attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding attestation policy under Attestation policy.

  3. (Optional) To approve an attestation case as a member of the chief approval team and only display the relevant attestation cases, toggle the Show attestation cases to be approved by chief approval team switch.

  4. Perform one of the following actions:

    • To approve an attestation case, click Approve next to the attestation case.

    • To deny an attestation case, click Deny next to the attestation case.

    TIP: To approve or deny multiple attestation cases, in the list, select the check boxes next to the attestation cases and click Approve or Deny below the list.

  5. (Optional) In the Approve Attestation Case/Deny Attestation Case pane, perform the following actions:

    1. In the Reason for your decision field, select a standard reason for your approval decision.

    2. (Optional) In the Additional comments about your decision field, enter extra information about your approval decision.

    TIP: By giving reasons, your approvals are more transparent and support the audit trail.

    NOTE: For more detailed information about standard reasons, see the One Identity Manager IT Shop Administration Guide.

  6. Click Save.

Related topics

Appointing other approvers for pending attestation cases

You can give an additional identity the task of approving an attestation case. To do this, you have the following options:

Rerouting approvals of pending attestation cases

You can let another approval level of the approval workflow make the approval decision about an attestation case. For example, if approval is required by a manager in a one-off case.

To reroute an approval

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) On the Pending attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding attestation policy under Attestation policy.

  3. On the Pending Attestations page, click Details next to the attestation case whose approval you want to reroute.

  4. In the View Attestation Case Details pane, click Reroute approval.

  5. In the Reroute approval pane, in the Select approval level menu, select the approval level you want to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

To reroute multiple approvals

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) On the Pending attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding attestation policy under Attestation policy.

  3. On the Pending Attestations page, in the list, select the check boxes next to the attestation cases whose approvals you want to reroute.

  4. Click (Actions) > Reroute approval.

  5. In the Reroute Approval pane, in the Select approval level menu, select the respective approval level to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

Appointing additional approvers to pending attestation cases

You can give an another identity the task of approving an attestation case. The additional approver must make an approval decision in addition to the other approvers.

To add an additional approver

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) On the Pending attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding attestation policy under Attestation policy.

  3. On the Pending Attestations page, in the list, click Details next to the attestation case to which you want to add an additional approver.

  4. In the View Attestation Case Details pane, click Add attestor.

  5. In the Add Additional Attestor pane, in the Additional approver menu, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

To add an additional approver to multiple attestation cases

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) On the Pending attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding attestation policy under Attestation policy.

  3. On the Pending Attestations page, in the list, select the check boxes next to the attestation cases to which you want to add an additional approver.

  4. Click (Actions) > Add attestor.

  5. In the Add Additional Attestor pane, in the Additional approver menu, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

Related topics
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